# Portfolio overlap — BASCX vs STMMX Comparing **Sterling Capital South Carolina Intermediate** (2026-03-31) and **Sterling Capital Real Estate Fund** (2026-03-31). - Shared positions: 1 - Sterling Capital South Carolina Intermediate covered by Sterling Capital Real Estate Fund: 0.02596547462037651705223240112 - Sterling Capital Real Estate Fund covered by Sterling Capital South Carolina Intermediate: 0.02596547462037651705223240112 ## Sterling Capital South Carolina Intermediate — top positions | Security | Weight | Shared | |----------|--------|--------| | Richland County School District No 2/SC | 0.039701 | | | SOUTH CAROLINA ST JOB | 0.038323 | | | Dorchester County School District No 4 | 0.037434 | | | South Carolina Public Service Authority | 0.037430 | | | State of South Carolina | 0.036654 | | | County of Beaufort SC 5 03/01/2031 | 0.034803 | | | City of Charleston SC Waterworks & Sewer System Revenue | 0.034801 | | | PATRIOTS EN GRP 5.25% MT | 0.034358 | | | 5 03/01/2033 | 0.032294 | | | SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE | 0.032225 | | | Lexington County School District No 1/SC | 0.028610 | | | Lugoff-Elgin Water Authority/SC | 0.026475 | | | Federated Hermes Treasury Oligations Fund | 0.025965 | ✓ | | County of Dorchester SC Waterworks & Sewer System Revenue | 0.025276 | | | Anderson County School District No 4/SC 5 03/01/2038 | 0.025196 | | | City of Florence SC Combined Waterworks & Sewerage System Revenue | 0.024775 | | | Newberry Investing in Children's Education 5 12/01/2030 | 0.024612 | | | Spartanburg County School District No 5/SC | 0.024500 | | | GREENWOOD CO | 0.024488 | | | County of Oconee SC | 0.024191 | | | Spartanburg County School District No 4/SC | 0.024072 | | | City of Charleston SC Waterworks & Sewer System Revenue | 0.023848 | | | Clemson University 5 05/01/2047 | 0.023565 | | | Columbia (City of), SC, Series 2018, RB | 0.023482 | | | COLUMBIA SC WTRWKS & SWR SYS | 0.023424 | | | Aiken County Consolidated School District/SC 5 04/01/2034 | 0.023130 | | | Orangeburg County Facilities Corp | 0.023006 | | | South Carolina Transportation Infrastructure Bank | 0.022985 | | | Lexington County School District No 2 | 0.022957 | | | South Carolina Jobs-Economic Development Authority | 0.022877 | | | Richland County School District No 2/SC | 0.022768 | | | Lancaster County School District/SC | 0.022754 | | | Greenville Health System | 0.022557 | | | SOUTH CAROLINA ST JOBS-ECON DEV AUTH HOSP FACS REVENUE | 0.020798 | | | South Carolina Jobs-Economic Development Auth | 0.020072 | | | ROCK HILL SC UTILITY SYS REVENUE | 0.018105 | | | City of Rock Hill SC Combined Utility System Revenue | 0.014942 | | | Charleston County Airport District, South Carolina, Airport Revenue Bonds, Series 2024B | 0.012548 | | ## Sterling Capital Real Estate Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | WELLTOWER INC | 0.101018 | | | DIGITAL REALTY TRUST INC | 0.080498 | | | AMERICAN TOWER CORP | 0.074322 | | | PROLOGIS INC REIT | 0.061948 | | | VENTAS INC REIT | 0.056703 | | | EQUINIX INC | 0.056182 | | | UDR INC | 0.034657 | | | EXTRA SPACE STORAGE INC | 0.033320 | | | TANGER INC- REIT | 0.032650 | | | KITE REALTY GROUP TRUST | 0.032638 | | | VICI PROPERTIES | 0.032600 | | | EASTGROUP PROP | 0.032047 | | | BRIXMOR PROPERTY | 0.031513 | | | ESSEX PROPERTY TRUST INC | 0.030269 | | | FIRST INDUSTRIAL REALTY TRUST | 0.027150 | | | SABRA HEALTHCARE REIT INC | 0.027148 | | | MID AMERICA APT CMNTY INC | 0.026983 | | | Federated Hermes Treasury Oligations Fund | 0.026820 | ✓ | | INVITATION HOMES INC | 0.024308 | | | REXFORD INDUSTRIAL REALTY INC | 0.022615 | | | RYMAN HOSPITALITY PPTYS INC | 0.022029 | | | ESSENTIAL PROPERTIES REALTY TRUST INC | 0.021798 | | | CUBESMART | 0.018838 | | | INVENTRUST PROPE | 0.016611 | | | MACERICH COMPANY | 0.015780 | | | LXP INDUSTRIAL TRUST REIT | 0.014886 | | | BXP INC | 0.013920 | | | NETSTREIT CORP | 0.013722 | | | HIGHWOODS PROPERTIES INC | 0.010407 | | | BRANDYWINE RLTY | 0.006621 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-007801` (as of 2026-03-31) - N-PORT (fund B) — accession `0000910472-26-007808` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _